5 Best Practices for CRM Governance You Can Initiate Today

July 7, 2015

A CRM solution can, and should, transform the way a company does business to ultimately deliver a number of tangible benefits. It can only do so, however, if it is coupled with user adoption and well-planned strategic goals. Otherwise, the benefits of CRM, which comprehensively rely on the accuracy and value of its data, may not be realized.

Like many IT solutions, CRM requires some governance to ensure the right data is being collected and properly managed to align with company goals. Examples that immediately come to mind may be rules for data ownership, such as clients “owned” by sales reps, or required fields which will be used for segmenting data in the future, such as customer addresses or job titles.

An article published on IT.Toolbox.com by tech writer, Will Kelly, describes 5 best practices for CRM governance you can initiate today. Does your business follow these CRM practices?

As a leading Microsoft Dynamics partner, we stand apart from other partners with our unique emphasis on user adoption and CRM strategy throughout every project. Our expert team includes not only the technical roles to get you up and running, but the strategic roles to help you implement best practices and maximize your use of the solution.

Learn how we can help you achieve your CRM goals by initiating CRM governance and industry best practices within your organization: